TickerTalks
Browse all tickers →
TickerTalks›$RBLX
RBRBLX

Roblox Corporation

$RBLX·$37B·Electronic Gaming & Multimedia·Technology
$51.68-4.3%YTD-36.6%1Y-57.7%
Mentions · last 7 days
2026-07-11: 112 posts2026-07-12: 151 posts2026-07-13: 320 posts2026-07-14: 160 posts2026-07-15: 258 posts2026-07-16: 250 posts2026-07-17: 138 posts1,414+25%
Price updated 7h ago·X counts updated 7h ago
RBRBLX
$RBLXRoblox Corporation
$51.68-4.31%1.4k posts+25%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $RBLX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-16

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Two Sigma just built a $1B+ position and CCU spiked 27% mid-week — the coil is loaded ahead of July 30.

Roblox is the user-generated-content gaming platform whose 2026 tape has been down 30% YTD despite continued platform-metric acceleration. The stock is coiled at 15% of the 52-week range with a fresh $1B+ Two Sigma position and a Rolling Stones cultural crossover.

  • The core platform metrics are accelerating: Q1 2026 revenue grew 39% YoY to $1.44B, gross margin held at 80%, and while operating margin was -20% the FCF yield of 5.5% shows the cash-generation profile is genuinely turning — bookings and daily-active-users are the metrics that matter, and both are compounding.
  • The Two Sigma anchor is meaningful institutional confirmation: Two Sigma now has a $1B+ position accumulated almost entirely across Q4 2025 and Q1 2026 — a major smart-money accumulation into a beaten-down consumer-internet name, which is exactly the pattern that precedes turnaround rallies.
  • The cultural relevance keeps compounding: CCU spiked to 18.4M on a Wednesday (+27% vs last week), unusual mid-week strength, and the Rolling Stones launched their new album 'Foreign Tongues' on Roblox with a built-for-Roblox experience — real cultural crossover, not just a metric aberration.

The July 30 Q2 earnings are the near-term arbiter — Q2 bookings growth trajectory, DAU + engagement metrics, and any specific commentary on 17+ mature-content roll-out extend the coiling setup toward the pre-drawdown levels. A DAU deceleration or ad-market-linked bookings miss stalls the tape below $55.

Agrees with X sentimentX is bullish institutional, cites Two Sigma's $1B+ position accumulated across Q4 2025 / Q1 2026, CCU spike to 18.4M (+27%), and the Rolling Stones 'Foreign Tongues' Roblox experience. Mechanics validate: Q1 revenue +39% YoY at 80% gross margin, 5.5% FCF yield, and the platform-metric acceleration is real. The tension is -20% operating margin — the July 30 print has to affirm the bookings trajectory to justify the $57 setup.

What to watch: The July 30 Q2 earnings. Watch bookings growth trajectory, DAU + engagement metrics, and any 17+ mature-content roll-out commentary. DAU deceleration or ad-market-linked bookings miss stalls the tape sub-$55; steady growth + Rolling Stones follow-through extends toward pre-drawdown levels.

On the calendar: 2026-07-30 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment15 posts analyzed · as of 2026-07-17

Roblox chatter is dominated by a big-picture bull thesis, though a specific tax-related item came out: DevEx payments will be classified as royalties starting November 1, requiring IRS tax information from creators. Bulls frame RBLX as 'not the future of gaming' but 'the next generation of the internet' and argue that unit AI costs will keep falling while companies with valuable proprietary data will win, with Roblox being one of the very best proprietary-data platforms. Technical setup shows monthly IPO AVWAP reclaimed with price above the huge volume stack, and posters call for a 20% single-day move. The main critical/skeptical thread is competitive: Meta's new 'Roblox Killer' launched with only 1k downloads in Brazil, and Netflix's own effort is being framed as another failed attempt.

Read the AI verdict + X sentiment for $RBLX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

User-generated 3D gaming and social platform where creators build and monetize experiences, monetized through Robux virtual currency.

Industry overviewAI analysisGenerated by AI from underlying data

Where Electronic Gaming & Multimedia sits in its cycle right now — and what that implies for $RBLX.

Electronic Gaming & Multimedia · Technology

No material change from last week — Roblox's user safety restrictions are suppressing engagement and bookings while TTWO's weak GTA VI monetization timeline guidance depresses sector sentiment.

What this means for $RBLX

Direct beneficiary — User-generated 3D gaming and social platform where creators build and monetize experiences, monetized through Robux virtual currency; core operations sit in the path of the live-service monetization versus engagement headwinds.

Top industry ETF

$HEROGlobal X Video Games & Esports ETF
-16.1%YTD
-22.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-27.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-28.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-24.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-276%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
78.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 30, 2026$-0.35$-0.41+14.5%
Q4 2025Feb 5, 2026$-0.45$-0.47+3.7%
Q3 2025Oct 30, 2025$-0.37$-0.49+23.8%
Q2 2025Jul 31, 2025$-0.41$-0.36-12.4%
Next earningsThu, Jul 30·consensus EPS $-0.34

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.4B+39.3%79.6%-20.4%$-0.35$596.0M
Q4 FY25$1.4B+43.2%77.7%-25.3%$-0.45$307.1M
Q3 FY25$1.4B+48.0%78.2%-21.8%$-0.37$563.5M
Q2 FY25$1.1B+20.9%78.2%-29.8%$-0.41$176.7M

Forward consensus

5-year forecast · up to 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$7.5B$7.4B – $7.6B-$1.50-$1.57 – -$1.4118
FY27$8.8B$8.6B – $9.5B-$1.13-$1.61 – -$0.6819
FY28$10.5B$10.5B – $10.6B-$0.77-$1.98 – $0.9713
FY29$12.9B$12.4B – $13.7B-$1.01-$1.09 – -$0.9612
FY30$14.6B$14.1B – $15.6B-$0.84-$0.91 – -$0.806

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.10%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+7.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-30.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 644.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.415-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 6Mark ReinstraChief Legal Off. & Corp. Sec.4.5K sh$259KSellJul 1Gregory BaszuckiDirector16.7K sh$961KSellJun 8Mark ReinstraChief Legal Off. & Corp. Sec.6.0K sh$249KSellJun 1Gregory BaszuckiDirector16.7K sh$777KSellMay 26Rawlings Amy MarieChief Accounting Officer274 sh$13KSellMay 22Buckley Sean JackChief People & Systems Officer4.7K sh$220KSellMay 21Mark ReinstraChief Legal Off. & Corp. Sec.5.5K sh$253KSellMay 20Mark ReinstraChief Legal Off. & Corp. Sec.17.3K sh$782KSellMay 20Buckley Sean JackChief People & Systems Officer5.7K sh$257KSellMay 20Naveen K. ChopraCFO16.9K sh$764K
1–10 of 23
+ 19 other (15 awards · 3 others · 1 conversion) in window

See when $RBLX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 298-K — Item 5.07: Shareholder vote
AI summary

Roblox Corporation (RBLX) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KPress release / Reg FDApr 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

RBLX reported first quarter ended March 31, 2026 as well as second financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

3New insider — initial holdingsMar 273
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for RBLX on 2026-03-27, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 233
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for RBLX on 2026-03-23, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KOfficer or director changeMar 208-K — Item 5.02: Officer or director change
AI summary

RBLX disclosed a personnel change (8-K Item 5.02, dated 2026-03-20). An executive departure and a new appointment are both reported. Chief Financial Officer of Activision Blizzard. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

8-KOfficer or director changeMar 28-K — Item 5.02: Officer or director change
8-KPress release / Reg FDFeb 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 11 other (3 13Gs · 2 proxys · 1 D · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Roblox wants kids to vibe-code their own video gamesbusinessinsider.com·13h agoRBLX DEADLINE ALERT: Faruqi & Faruqi, LLP Notifies Roblox (RBLX) Investors of Securities Class Action Lawsuit Deadline on August 7, 2026newsfilecorp.com·14h agoBronstein, Gewirtz & Grossman LLC Urges Roblox Corporation Investors to Act: Class Action Filed Alleging Investor Harmnewsfilecorp.com·17h agoHBSS Alerts Roblox Corporation (RBLX) Investors to Expanded Class Period; Lead Plaintiff Deadline Remains August 7, 2026globenewswire.com·17h agoRBLX INVESTOR ALERT: Roblox Corporation (RBLX) Investors with Substantial Losses Have Opportunity to Lead the Roblox Class Action Lawsuit - August 7, 2026 Deadlineprnewswire.com·18h ago

More in Electronic Gaming & Multimedia

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$TTWO$MYPS$GCL$BRAG
Voices on X · top 11 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport